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White Papers

White Papers

In-depth, expert analysis on the changing landscape of investments around the world. Leading asset managers reports uncover trends, highlight changes and consider future strategic impact.

CFA - Inefficiencies in the Pricing of Exchange-Traded Funds

In late 2008, some investors spotted an attractive opportunity to buy municipal (muni) bonds or junk bonds, because both types of bonds had declined dramatically in value in the immediate aftermath of the Lehman Brothers collapse, arguably more than could be justified by realistic expectations of future defaults. Exchangetraded funds (ETFs) provided a convenient new vehicle for investors to take advantage of this opportunity: Any investor, including a retail investor, could easily buy a diversified portfolio of muni bonds or junk bonds, pay a low expense ratio, trade positions intraday, and use leverage to capitalize more aggressively on the opportunity. Efficiently executing such trades with ETFs, however, turned out to be more complicated.

Company: CFA
Date added: 02-02-2017
Sector: Alternatives

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Newton Investment Management - Exploring the use of alternative investments: Finding the right alternative (2016)

Alternative investments have historically been an under-researched area of investing in which many traditional investors have not participated, owing primarily to concerns over transparency and liquidity. However, today there is a growing trend towards alternatives as investors search for more reliable sources of returns. Paul Flood, lead manager of the Newton Multi-Asset Income and the Newton Multi-Asset Diversified Return strategies, explores some of the benefits and risks of alternatives, and how they can be used as part of a well-diversified portfolio.

Company: Newton Investment Management
Date added: 14-03-2016
Sector: Alternatives

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Preqin Investor Outlook: Alternative Assets H1 2016

The alternative assets industry continued to grow in size in 2015, with alternative assets fund managers now managing an all-time record $7.4tn, up $500bn from this time a year ago. This increase in assets has been driven by investor demand as institutions globally look to further diversify their portfolios to include an ever wider range of asset classes to generate strong returns, reduce volatility, act as an infl ation hedge and deliver reliable income. This report brings together the results of a series of in-depth interviews with over 460 institutional investors, conducted by Preqin’s analysts for the latest editions of the Preqin Global Alternatives Reports. This has enabled us to provide detailed information on investors’ portfolios, future plans, confi dence in different asset classes, concerns for the future and more.

Company: Prequin
Date added: 14-03-2016
Sector: Alternatives

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Newton Investment Management - Finding the right alternative

Paul Flood explores some of the benefits and risks of alternative investments, and how they can be used as part of a well-diversified portfolio.

Company: Newton Investment Management
Date added: 19-01-2016
Sector: Alternatives

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Aberdeen - Benefiting from alternatives - How and why to get the most exposure

Alternative investments have become increasingly accessible to all types of investors. Established managers have institutionalised, new managers have sought to steal market share with innovative product design (including regulatory friendly structures); fees, in general, have come down. While these changes haven’t eliminated all the complexity associated with allocating to alternatives, they have enabled investors to find an array of strategies that can meet their needs and they have allowed alternatives to become core allocations within investment portfolios.

 

Company: Aberdeen
Date added: 10-09-2015
Sector: Alternatives

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Aberdeen - Time to diversify

In the eyes of many investors, bonds and equities enjoy a domestic relationship much like the man and woman in a traditional Alpine weather house. The female figure comes out with a sunshade when it’s dry, while the man comes out with a macintosh when it looks set to rain – and they are never out of the house at the same time.

Company: Aberdeen
Date added: 06-06-2015
Sector: Alternatives

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